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Home > Blog > Microsoft Excel

Best Marketing Report Examples to Analyze Marketing Data

Businesses can assess the effectiveness of their initiatives using marketing reports.

marketing report examples

You can study the market, identify opportunities, and improve your marketing strategies with a marketing report. From this, you can optimize and maximize the effectiveness of your marketing campaigns.

Marketing reports have various uses, such as competitive analysis, consumer segmentation, performance analysis, and market trend analysis.

Table of Contents:

  1. What is a Marketing Report?
  2. Why Do You Need a Marketing Report?
  3. What Should Be Included in Your Monthly Marketing Report?
  4. Types of Marketing Reports
  5. What Makes a Good Marketing Report?
  6. 3 Essential Marketing Report Examples And Templates
  7. How Often Should You Create a Marketing Report?
  8. How to Visualize Your Clients’ Marketing Data?
  9. What is the Use of a Marketing Report?
  10. Benefits of Marketing Reporting
  11. Best Practices for Interpreting Marketing Reports
  12. Marketing Report FAQs
  13. Wrap Up

Let’s look at some marketing report examples and learn what is a Marketing Report.

What is a Marketing Report?

Definition: A marketing report is a document that analyzes a business’s marketing efforts. It includes statistics, market trends, and marketing activities analysis.

A marketing report provides:

  • Insights into the performance of campaigns
  • Opportunities for improvement
  • The overall impact of marketing activities on the business

You can understand your target market and improve your marketing strategies with the help of marketing reports. Additionally, it can assist you with identifying new markets and marketing channels.

Businesses prepare marketing reports at the end of a predetermined timeframe, such as quarterly or yearly.

Every type of marketing report provides distinct insights from a campaign. They help businesses assess their marketing tactics, improve data reporting, and make better decisions in the future.

Why Do You Need a Marketing Report?

A marketing report is essential because it provides a clear overview of your marketing efforts, helping you track performance, measure ROI, and identify areas for improvement. It offers insights into what strategies are working, customer behavior, and campaign effectiveness.

By regularly reviewing a marketing report, you can make data-driven decisions, optimize future campaigns, and align marketing activities with business goals. This ensures that resources are used efficiently to achieve maximum results.

What Should Be Included in Your Monthly Marketing Report?

  • Key Performance Indicators (KPIs)

Track essential metrics such as website traffic, conversion rates, and social media engagement to evaluate the success of your marketing efforts.

  • Campaign Performance

Analyze both ongoing and completed campaigns, noting their successes, challenges, and potential areas for improvement.

  • Lead Generation and Sales Data

Include data on how many leads were generated and how these leads are converting into sales, showing the direct impact of marketing on revenue.

  • Budget vs. Actual Spending

Compare your projected marketing budget with actual spending to ensure cost efficiency and adjust strategies as needed.

  • SEO and Website Analytics

Provide information on organic traffic, keyword rankings, and user behavior to assess the performance of your website and search engine optimization efforts.

  • Recommendations and Next Steps

Based on the data, offer actionable insights and strategies for improving future campaigns and achieving better results.

Types of Marketing Reports

  • General Marketing Report

General marketing reports analyze the entire marketing strategy. This report covers marketing activities and the performance of marketing channels.

General marketing reports can evaluate consumer satisfaction, brand awareness, and other important indicators. The report can also include metrics like website visitors, page views, and clients obtained through various marketing channels, as well as insights from competitive research to help assess how your business compares to industry rivals.

  • Website Performance Marketing Report

Website performance marketing reports keep tabs on page visits and views per visit. This report provides insights into the efficacy of website marketing initiatives.

It can show the number of visitors obtained from several channels, including social media, referrals, and Google searches. It can also display the proportion of new and returning visitors.

You can use this report to find areas where you can improve.

Example

Say you have the data below.

Traffic Visitor Visitor status Page Count
Organic traffic New visitor Stayed Home page 243815
Organic traffic Repeat visitor Stayed Home page 594509
Organic traffic New visitor Bounced Home page 291969
Organic traffic Repeat visitor Bounced Home page 1111279
Paid traffic New visitor Stayed Page1 921989
Paid traffic Repeat visitor Stayed Page1 975978
Paid traffic New visitor Bounced Page1 413284
Paid traffic Repeat visitor Bounced Page1 1128882
Organic traffic New visitor Stayed Page2 508370
Organic traffic Repeat visitor Stayed Page2 532560
Organic traffic New visitor Bounced Page2 462413
Organic traffic Repeat visitor Bounced Page2 516291
Paid traffic New visitor Stayed Page3 783168
Paid traffic Repeat visitor Stayed Page3 314616
Paid traffic New visitor Bounced Page3 471163
Paid traffic Repeat visitor Bounced Page3 1013932

Thanks to this visualization, you can quickly assess how well your website is performing. Each node represents a particular website metric and can show you the performance of each metric.

website performance marketing reports
  • Content Marketing Report

Content marketing reports cover the performance of content across channels.

This report aids in decision-making and marketing campaign optimization for maximum impact. Also, you can monitor content interaction and the success of your campaigns and pinpoint your weak points. The statistics here reveal which content engages your target audience.

Using a content marketing report can also increase your content marketing ROI. In addition, it can help you decide what kind of content works best on your website. Thus, you can enhance your future content generation.

Example

To determine the cost of your marketing campaigns, you can develop a content marketing report that shows keyword performance.

content marketing reports
  • SEO Marketing Report

SEO marketing reports analyze the success of your organic traffic.

An SEO marketing report can track how many customers your organic website traffic has brought in. It includes metrics such as organic conversions, organic sessions, organic landing pages, and keyword rankings.

This report is crucial for long-term digital marketing strategies. It can help you pinpoint your target audience and select the best keywords.

  • Social Media Marketing Report

Social media marketing reports keep tabs on followers on various social media platforms.

This report displays your social media account’s reach, engagement, and performance.

These reports often include metrics like clicks, engagement, and impressions. Additionally, it can display fresh and returning likes, shares, comments, and followers. You can use this information to discover what appeals to and repels your audience.

Furthermore, you can enhance your marketing efforts by using social media marketing reports. From understanding your audience, you can determine effective ways to engage with them.

  • Email Marketing Report

Reports on email marketing keep track of email subscribers and their level of interaction.

It provides information about the effectiveness of your email marketing initiatives.

Email sends, open rates, and click rates are some of the metrics included in this report. Additionally, you can include campaign data on subject lines, the success of the content, and conversion rates.

An email marketing report can help you identify your target audience and analyze consumer behavior. Using this data, you can create more compelling customer messaging.

  • E-commerce Marketing Report

E-commerce marketing reports track the average order value and online sales.

This report’s in-depth analysis of E-commerce marketing strategies can help you optimize and increase conversions. This report enables you to identify areas of improvement, learn what works, and capitalize on E-commerce trends.

  • PPC Marketing Report

PPC marketing reports keep track of customers acquired through paid advertising, such as Google Ads.

It includes the click-through rate, cost per click, conversion rate, and cost per action. Additionally, it provides information about customer behavior, demographics, etc.

You can improve, optimize, and maximize your PPC efforts with this report.

What Makes a Good Marketing Report?

  1. Clear Objectives: Align with business goals and specify the report’s purpose.
  2. Relevant Metrics: Focus on key performance indicators that matter.
  3. Actionable Insights: Provide recommendations for practical improvements.
  4. Visual Clarity: Use charts and graphs for easy data interpretation.
  5. Summary of Findings: Highlight key insights and main takeaways.
  6. Consistent Format: Maintain a standardized format for clarity and ease of use.

3 Essential Marketing Report Examples And Templates

Marketing data is most valuable when presented clearly and interestingly. This can improve your decision-making, marketing performance tracking, and customer understanding.

You can create effective data presentations using the appropriate tools and techniques.

These are the top marketing data presentation methods.

  • Sentiment Trend Chart

A Sentiment Trend Chart tracks brand sentiment. You can see the sentiment trends by looking into the trend line. Additionally, you can see how current affairs or marketing campaigns have altered brand sentiment.

This chart can display your monthly digital marketing impressions and clicks.

Months Impressions Clicks
Jan 18766 4773
Feb 18788 5345
Mar 18743 3466
Apr 18788 4520
May 16406 5158
Jun 17765 5832
Jul 20532 3406
Aug 20016 3194
Sep 20122 4406
Oct 20125 5395
Nov 23783 3789
Dec 22942 4519

The final visualization:

Sentiment trend chart in marketing report examples
  • Stacked Column Chart

A Stacked Column Chart shows the distribution of different types of data. It breaks down data across many categories.

Stacked Column Charts are not only attractive but also informative.

With the right colors and labels, you can create an appealing chart.

Let’s look at this data on website traffic from different channels. It is easy to compare each bar’s overall outlook and constituents using this chart.

Quarters Facebook Direct Instagram Twitter Google Ads
Q1 11381 20748 17861 27417 19635
Q2 23731 24678 16610 16810 25242
Q3 14378 10842 20971 13941 11412
Q4 21278 25272 22648 21622 28464

The final visualization:

stacked column chart in marketing report examples
  • Sankey Chart

Sankey Charts can illustrate website traffic from one marketing channel to another.

It effectively displays data relationships and interactions. Also, it demonstrates the interaction of conversion pathways.

The arrows show how data moves between categories. The size of the boxes joined by the arrows shows the amount of data for each category.

You can transform this data into an impressive visualization.

Starting Point Platforms View product & details Read Reviews Add to Cart Cart Status Ending Point Traffic
External Ad Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 29246
External Ad Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 6133
External Ad Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 12954
External Ad Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 22337
External Ad Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 14685
External Ad Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 10210
External Link Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 29605
External Link Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 27600
External Link Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 5637
External Link Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 23336
External Link Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 28281
External Link Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 17939
Direct Search Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 5490
Direct Search Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 19138
Direct Search Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 27311
Direct Search Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 19560
Direct Search Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 24788
Direct Search Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 10914
Organic Search Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 29043
Organic Search Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 12028
Organic Search Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 24685
Organic Search Mobile App View product & details Read Reviews Add to Cart Clear Cart Exit 8508
Organic Search Mobile App View product & details Read Reviews Add to Cart Checkout Purchase 12448
Organic Search Mobile App View product & details Read Reviews Add to Cart Click on another product Purchase 5034
External Ad Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 23552
External Ad Official Website View product & details Read Reviews Add to Cart Checkout Purchase 19632
External Ad Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 18914
External Ad Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 19234
External Ad Official Website View product & details Read Reviews Add to Cart Checkout Purchase 26871
External Ad Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 29736
External Link Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 14141
External Link Official Website View product & details Read Reviews Add to Cart Checkout Purchase 10680
External Link Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 23756
External Link Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 18491
External Link Official Website View product & details Read Reviews Add to Cart Checkout Purchase 15740
External Link Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 5976
Direct Search Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 19080
Direct Search Official Website View product & details Read Reviews Add to Cart Checkout Purchase 22204
Direct Search Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 22736
Direct Search Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 25578
Direct Search Official Website View product & details Read Reviews Add to Cart Checkout Purchase 11141
Direct Search Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 6881
Organic Search Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 18022
Organic Search Official Website View product & details Read Reviews Add to Cart Checkout Purchase 21183
Organic Search Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 15307
Organic Search Official Website View product & details Read Reviews Add to Cart Clear Cart Exit 11557
Organic Search Official Website View product & details Read Reviews Add to Cart Checkout Purchase 26480
Organic Search Official Website View product & details Read Reviews Add to Cart Click on another product Purchase 29140

This is the final visualization.

sankey chart in marketing report examples

How Often Should You Create a Marketing Report?

1. Assess Your Business Needs

Before deciding on the frequency of marketing reports, consider your business goals and the speed at which your industry moves. If you’re running short-term campaigns or in a fast-paced market, more frequent reports might be necessary.

2. Determine Key Metrics

Identify the most critical performance metrics for your marketing strategy. For ongoing analysis, create reports that focus on website traffic, conversion rates, social media engagement, and ROI to ensure you’re tracking relevant data.

3. Set Reporting Frequency

Choose the frequency based on your campaign type. For general tracking, a monthly report is often sufficient, while high-priority campaigns may require weekly or bi-weekly reports. Quarterly reports are good for reviewing long-term progress.

4. Analyze Data Regularly

Use marketing reports to consistently monitor performance. Regular analysis helps in spotting trends early, optimizing campaigns, and making informed decisions to improve future outcomes.

5. Adjust Strategy Based on Findings

Once you’ve gathered and reviewed the report data, use it to adjust your marketing strategies, allocate budgets, and tweak campaigns for better performance and results. Regular adjustments ensure ongoing growth and success.

How to Visualize Your Clients’ Marketing Data?

Excel is no doubt a good tool to analyze data and make visualization but if you are looking for advanced and more presentable visualizations which are shown above those can easily be created with a third-party add-in named ChartExpo.

What is ChartExpo?

ChartExpo is an add-in you can easily install in your Excel to access ready-made and visually appealing charts in Excel.

Features and Benefits

  • You don’t need sophisticated design or coding skills to generate stunning, insightful charts for your stories. Save time with ready-to-create charts available with sample data.
  • Within a few clicks, you can turn overwhelming tables and spreadsheets into stunning, insightful charts and graphs.
  • Generate any chart in minutes. You don’t need calculations, drawings, or coding to visualize your data.
  • ChartExpo comes with a free 7-day trial. Essentially, if you’re not satisfied with the tool within a week, you can opt-out as easily as signing up for a trial.

How to Install ChartExpo in Excel?

  1. Open your Excel application.
  2. Open the worksheet and click on the “Insert” menu.
  3. You’ll see the “My Apps”.
  4. In the office Add-ins window, click on “Store” and search for ChartExpo on my Apps Store.
  5. Click on the “Add” button to install ChartExpo in your Excel.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool.

Example

Sankey diagrams are useful for visualizing the flow of web traffic between different levels. They can help identify areas for improvement or inefficiencies and can be easily understood by a wide audience.

Here we will track web traffic flow data using the Sankey Diagram. Let’s say the following data is your website traffic flow which you have seen above we will analyze that data below:

  • To get started with ChartExpo, install ChartExpo in Excel.
  • Now Click on My Apps from the INSERT menu.
insert chartexpo in excel
  • Choose ChartExpo from My Apps, then click Insert.
open chartexpo in excel
  • Once ChartExpo is loaded. Click on “Sankey Chart” from the list of charts.
search sankey chart in excel
  • Click “Create Chart From Selection” button after selecting the data from the sheet, as shown.
create marketing report in excel
  • The Sankey Chart will look as follows.
edit marketing report in excel
  • If you want to have the title of chart, click on Edit Chart, as shown in the above image.
  • To change the title of the chart, click on the pencil icon that is available very next to Chart Header.
  • It will open the properties dialog. Under the Text section, you can add a heading in Line 1 and enable the Show option. Give the appropriate title of your chart and click on Apply button.
settings marketing report in excel
  • To change the node color, click on the pencil icon available with the node. Expand the Node properties and change color from the Node Color property. Click on the Apply button.
  • For saving changes click on Save Changes. This will persist the changes.
save marketing report in excel
  • The final chart will look as follows.
what is marketing report examples

Insights

  • External Ad is the highest traffic generator at 233.5k. Which is 26.4 % of the total traffic source.
  • The website generated 456k traffic as compared to the mobile app’s traffic, which is 427k.
  • All the traffic landed on both the product page and the read review.
  • Almost all the traffic added a product to the cart, but 317k users cleared their cart and exited.
  • 299k users checked out, while 267k clicked on another product with their current product in the cart.

What is the Use of a Marketing Report?

A marketing report is used to evaluate the effectiveness of your marketing strategies by providing detailed insights into campaign performance, audience behavior, and ROI. It helps identify successful tactics and areas for improvement, allowing you to make informed, data-driven decisions.

Marketing reports also track progress toward goals, ensure alignment with business objectives, and guide future planning by offering recommendations based on the analyzed data. They are essential for optimizing resources, refining strategies, and ensuring consistent growth in your marketing efforts.

Benefits of Marketing Reporting

1. Track Campaign Success

Regular marketing reports help track the effectiveness of campaigns, identifying which strategies are working and which need adjustment, ensuring continuous improvement.

2. Measure Return on Investment (ROI)

By analyzing metrics like conversions and sales, marketing reports help determine the ROI of marketing efforts, showing whether campaigns are delivering the expected results.

3. Identify Trends and Opportunities

Marketing reporting enables businesses to spot trends in customer behavior, market changes, and competitor strategies, helping them stay ahead and capitalize on new opportunities.

4. Align Marketing with Business Goals

Reports help ensure that marketing efforts, including market segmentation, are aligned with broader business objectives by tracking key performance indicators that reflect overall company goals.

Best Practices for Interpreting Marketing Reports

1. Focus on Key Metrics

Identify and concentrate on the most relevant metrics that align with your marketing goals. Key metrics might include conversion rates, customer acquisition costs, and ROI. This focus helps in making meaningful interpretations and decisions.

2. Compare Against Benchmarks

Evaluate your results against industry benchmarks or historical data to understand how your performance stacks up. This comparison provides context and highlights areas of strength or needed improvement.

3. Look for Trends and Patterns

Analyze the data for trends over time, such as changes in customer behavior or campaign performance. Recognizing these patterns helps in understanding long-term impacts and planning future strategies.

4. Use Visual Aids

Incorporate charts, graphs, and tables to visualize the data. Visual aids make complex information easier to digest and identify key insights quickly.

5. Seek Input from Stakeholders

Discuss the findings with team members and stakeholders to gain multiple perspectives. Their insights can provide additional context and help refine strategies based on diverse viewpoints.

6. Focus on Actionable Insights

Interpret the data to derive actionable insights rather than just reporting numbers. Identify specific actions that can be taken to improve performance or address issues.

7. Regularly Review and Adjust

Continuously review and adjust your marketing strategies based on the report findings. Regular updates ensure that your marketing efforts remain effective and aligned with business objectives.

Marketing Report FAQs

What information do I include in a marketing report?

Your report’s information will depend on your objectives. There are, however, standard metrics that apply to all businesses. These metrics include data on SEO, leads, customers, and email marketing.

What are the benefits of using marketing reports?

Marketing reports enable businesses to evaluate their marketing performance. They cover lead generation, sales, customer acquisition, and client retention. You can use this information to assess your marketing efforts and identify areas of improvement.

How do I prepare a marketing report?

Choosing the best format for your data is the first step in preparing a marketing report. The next step is to decide which metrics to use. Finally, to make your report more appealing and interesting, you customize it.

How can I use visualizations to enhance marketing reports?

Visualizations enhance marketing reports in various ways. They can simplify complex data. Furthermore, they also aid in emphasizing important concepts and strengthen the report’s argument.

Wrap Up

Understanding how your marketing efforts are performing is essential. Marketing campaigns produce large amounts of data, necessitating analysis. That’s why you need a marketing report.

You can use marketing reports to gauge the effectiveness of your marketing and pinpoint areas of improvement. Also, you can maximize the success of your marketing initiatives with the appropriate marketing reports.

A marketing report presentation does not have to be bland. Instead, you can spice up your presentation using various graphs and charts. This has been demonstrated by the marketing report examples in this blog.

Data presentation should be simple, engaging, and straightforward. It improves your ability to comprehend customers, track marketing efforts, and make decisions.

ChartExpo allows you to create engaging and compelling visuals for your marketing report. Get started with ChartExpo and enjoy the benefits now.

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